Technology sector soars 25% in 2025, with Lumentum as top YTD performer
Dec. 26, 2025 1:22 PM ET
By: Anuron Mitra, SA News Editor
Heavyweight information technology stocks have emerged as the second-best-performing sector in 2025, helping to drive the benchmark S&P 500 index ( SP500) to another year of double-digit gains.
The S&P 500 IT sector is +25% YTD, while its accompanying State Street Technology Select Sector SPDR ETF ( XLK) is +26.14%.
The advance underscores the popularity of the sector, as investors continued to pour money into technology stocks despite refrains of lofty valuations and market bubbles. The artificial intelligence trade thrived once again in 2025 as demand for AI products and the chips that power them showed no signs of slowing.
Seeking Alpha took a look at the technology sector and identified the top 10 YTD performers. Lumentum ( LITE) grabbed the number one spot with a whopping +372% gain. Note that SA looked at only mid-cap companies and larger.
Here is the list:
- Lumentum ( LITE), Quant Rating: Strong Buy 4.99, +371.61% YTD.
- IREN ( IREN), Quant Rating: Hold 3.48, +327.49% YTD.
- Viasat ( VSAT), Quant Rating: Strong Buy 4.89, +313.04% YTD.
- Bitmine Immersion Technologies ( BMNR), Quant Rating: Hold 3.48, +276.28% YTD.
- Ondas ( ONDS), Quant Rating: Hold 3.49, +256.64% YTD.
- Cipher Mining ( CIFR), Quant Rating: Hold 3.48, +249.57% YTD.
- CommScope ( COMM), Quant Rating: Strong Buy 4.95, +247.22% YTD.
- Micron Technology ( MU), Quant Rating: Strong Buy 4.99, +240.64% YTD.
- Applied Digital ( APLD), Quant Rating: Strong Buy 4.91, +236.65% YTD.
- Seagate Technology ( STX), Quant Rating: Hold 3.49, +230.52% YTD.
Here are some technology sector-focused exchange-traded funds: ( VGT), ( XLK), ( IYW), ( FTEC), ( IXN), and ( RSPT). |
